Investment success contributor: Salary Packaging

Salary packaging as an investment success contributor We are all looking for investment success contributors: salary packaging is one of the more accessible, and if used effectively, very successful. Salary Packaging can lead to financial benefit In readiness for the start of each new financial year, as we reflect on how effectively we have utilised the financial resources available to us during the past financial year, we often hear discussion [...]

By |2018-01-10T09:56:11+10:00June 11, 2012|Tax, Wealth Management|0 Comments

Superannuation Investing

What is superannuation investing? Superannuation investing entails two elements of investment concept: firstly, it is important to recognise that superannuation is not of itself an investment, as a structure under which investments are made; secondly, superannuation investing applies all of the usual skills required for investing of any type and includes: identification of goals (and the timeframe for their achievement);assessment of the risk aversion profile of the superannuation fund member (the [...]

Budget Highlights 2012

Budget Highlights 2012 sees a return to Budget surplus. It reflects the government's attempt to ensure that families and small business share in the benefits of the resource boom. It would be fair to say that everyone will be impacted in some way by the measures contained in the Budget itself, or by other recent announcements from the Government that will apply from 1 July 2012. We have listed below some [...]

By |2018-01-02T20:33:12+10:00May 9, 2012|Market Updates|0 Comments

Superannuation Nonconcessional Contributions

What are superannuation nonconcessional contributions? Superannuation nonconcessional contributions are contributions that have been made - by an individual member; andfor which a tax deduction has not been claimed. Going by the nomenclature NCC, these contributions have, in the past, been referred to as 'undeducted contributions': they count towards your non-concessional contributions cap (see more below). Why make nonconcessional contributions? (The benefits of making nonconcessional contributions) There are many advantages in [...]

By |2021-06-28T09:53:49+10:00December 7, 2009|Superannuation Strategies, Wealth Management|0 Comments

Superannuation contribution cap change alert

This is an alert to some speculation that there may be a superannuation contribution cap change announced at the forthcoming Federal Budget. It is issued to provide awareness - and an opportunity for our readers to consider their contribution position for the 2008 financial year - and act promptly if the need for a contribution is urgent, especially if the contribution amount is to be substantial. There has been some [...]

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